Create a rule for a calculated value
You can create a rule that enables the system to automatically calculate a value in a form. This allows you to automatically calculate certain values based on manually entered form data. reducing calculation errors and simplifying forms.
Want to see how to perform this task? Watch the video below.
You can also create rules that raise automatic queries or send an e-mail notification. See:
You must have a study version in the Testing container that includes the
required elements. You access the Rules interface from a specific study version and site as
described in Access the rules interface.
Your rule is now created and in Draft status.
To make your rule available in production. You must test, approve, and
publish your rule. Rules are study version independent and will apply in every mode once they
reach the Published state.
If you want to delete this rule and start over, click the menu icon (), select Delete.
For examples, and more information on developing custom rules, see:
Parent topic: Create rules using the rule editor